myBarry
  • Create admissions profile
  • Check on application status
Admissions
Connect with us

About Us

Who We Are

  • In 2010 Raul Ballester '11 and Sean Cooney '12, undergraduate students with the Andreas School of Business, designed, developed and submitted a proposal for a Student Managed Investment Fund
  • In the fall of 2011, SMIF was officially launched
  • As described in the Founding Proposal, the emphasis of the fund is that it is student managed
  • Students are currently managing $150,000

Financial Objective

  • The primary financial objectives are to protect the original corpus and maximize overall returns on investments while assuming minimal risk
  • The Secondary objectives include preserving liquidity levels, maintaining purchasing power of the fund's corpus, and making disbursements to student scholarships and educational activities

Risk Tolerance

  • As an endowment entity SMIF has a low tolerance for risk
  • The main driver of risk aversion is the possibility of diminishing the funds value below the principal investment. Diminishing the funds value below this amount will not allow the fund to fulfill the secondary purposes of disbursements to scholarships, community services, and funding of educational events
  • The ability to take risk will be limited by the Investment Policy Statement

Oh oh ....

We are sorry but it appears that JavaScript is disabled on your browser.
Our site is very interactive and it requires JavaScript to be enabled.
Click on the link below for instructions on how to enable JavaScript on your browser.

Enable JavaScript on your browser